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Select a job to open its workspace
All site visits, installations and handover documents live here — one job at a time.
You have no active jobs yet. Once a client accepts a proposal it moves here automatically.
⚡ Create First Design
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System Size
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Battery
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Client
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Stage
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1
Site Visit
2
Install Prep
3
Installation
4
Completion
5
Handover
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Design Change Detected — Action Required
The site assessment recommends a different system to the original accepted proposal.
Originally Proposed
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Accepted by client
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Recommended After Site Visit
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Based on actual site conditions
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📧 This reason will be included in the notification sent to the client explaining the change.
✓ Design change documented.
STEP 1Site Visit Assessment
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Phase 1 — Schedule & NotifyComplete before arriving on site
Client Notification
Client not yet notified
Fill in the assessor name and visit date/time below, then notify the client.
Fill in assessor name and visit date/time to enable notifications.
Visit Details
Visit confirmed. Edit visit details
Phase 2 — On-Site AssessmentFill in while at the property
Roof Assessment
Electrical
Shading
Recommended System
Phase 3 — Hardware SelectionSelect the actual equipment for this job. Combined with sizing above — one notification to client.
Required before completing the site visit if hardware has been selected above.
Saving...
STEP 2Installation Preparation
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Team Assignment
Equipment Specification
Contracted Spec — Locked
From approved design. Equipment selected below must deliver this.
Equipment Selection — Your HardwareSelected at site visit — shown here for reference
🔒 Hardware locked from site visit. Contact admin to unlock if a genuine error was made.
Optional Tracking — Deposit & Materials
STEP 3Installation Checklist
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READY TO INSTALL
Team is on site. Click to begin — this timestamps the installation start and activates the checklist.
Tick each item as you go — saved instantly. All items must be checked before completion.
0 / 0 done
Pre-Installation
Structural & Mounting
Electrical
Commissioning
Tick all items to enable
STEP 4Final Completion & Sign-off
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Final System Specs (as installed)
🔒 Engineering Baseline Locked — Inherited from the approved site assessment. Cannot be modified during installation.
Inspector Sign-off
STEP 5Customer Handover
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Compliance Details (COC)
Customer Training
Handed Over By
Optional Tracking — COC & SSEG
Handover Document Preview
Activity Log
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